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Assistant Wealth Management Jobs (NOW HIRING)

TalentLink Solutions

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Administrative Assistant - Wealth Management

San Clemente, CA · On-site

$60K - $65K/yr

... Assistant to become a key part of our boutique wealth management team. This is an in-office role for someone with a mortgage, lending, or financial services background who is also outgoing, warm, and ...

F&M Trust

Wealth Services Specialist

Chambersburg, PA · On-site

$17 - $22.50/hr

Maintain accurate client records and support daily account administration. * Assist with new and existing wealth management accounts, including IMAs, IRAs, and Trust/Guardianship accounts. * Prepare ...

F&M Trust

Wealth Services Specialist

Chambersburg, PA

$17 - $22.50/hr

Maintain accurate client records and support daily account administration. * Assist with new and existing wealth management accounts, including IMAs, IRAs, and Trust/Guardianship accounts. * Prepare ...

F&M Trust

Wealth Services Specialist

Chambersburg, PA · On-site

$17 - $22.50/hr

Maintain accurate client records and support daily account administration. * Assist with new and existing wealth management accounts, including IMAs, IRAs, and Trust/Guardianship accounts. * Prepare ...

TalentLink Solutions

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Administrative Assistant - Wealth Management

Fairfield, CA · On-site

$28 - $35/hr

And we also like to have fun!  As an Administrative Assistant with our firm, you will work ... Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues

hightower

Paraplanner - Natoma Wealth

Folsom, CA

$65K - $80K/yr

Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We ... Assign, monitor and complete tasks in CRM. * Assist clients with questions, requests and/or issues ...

Hightower

Paraplanner - Natoma Wealth

Folsom, CA · On-site

$65K - $80K/yr

Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We ... Assign, monitor and complete tasks in CRM. * Assist clients with questions, requests and/or issues ...

TalentLink Solutions

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Financial Advisor Assistant - Wealth Management

Farmington, CT · On-site

$60K - $70K/yr

... management and vendors Service and Scheduling * Schedule and coordinate advisor meetings along with meeting confirmations * Prepare client agreements, reports and planning files and assist with any ...

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Assistant Wealth Management information

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$29K

$48.4K

$69.5K

How much do assistant wealth management jobs pay per year?

As of Aug 1, 2026, the average yearly pay for assistant wealth management in the United States is $48,396.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $48,500.00 per year, depending on experience, location, and employer.

What is an Assistant Wealth Management professional?

An Assistant Wealth Management professional supports wealth managers and financial advisors in managing client portfolios, preparing investment reports, and handling administrative tasks. They often help with client communications, account documentation, scheduling meetings, and conducting preliminary research on investment opportunities. Their role is essential for ensuring the smooth operation of wealth management teams and providing a high level of service to clients. They usually work under the supervision of senior advisors and may be on a path to becoming certified financial planners or wealth managers themselves.

What is the difference between Assistant Wealth Management vs Financial Advisor?

AspectAssistant Wealth ManagementFinancial Advisor
CertificationsMay have certifications like CFP, but often in trainingTypically holds CFP, Series 7, 66, or 65 licenses
Work EnvironmentSupports senior advisors, works in offices or client meetingsInteracts directly with clients, provides financial planning
ResponsibilitiesAdministrative support, research, preparing reportsDevelops financial plans, advises clients on investments

Assistant Wealth Management roles primarily support senior advisors with administrative and research tasks, while Financial Advisors directly engage with clients to develop personalized financial strategies. Both roles require relevant certifications, but Financial Advisors typically hold more licenses and have a client-facing focus.

What does a wealth assistant do?

A wealth assistant supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with client communications, data entry, and using financial planning software, requiring strong organizational skills and attention to detail.

What are the key skills and qualifications needed to thrive as an Assistant Wealth Management professional, and why are they important?

To thrive as an Assistant Wealth Management professional, you need a solid grasp of financial principles, investment products, and client servicing, usually supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with CRM systems, portfolio management software, and regulatory compliance tools is typically required, and certifications like the Series 7 or Series 66 can be advantageous. Strong interpersonal skills, attention to detail, and discretion enable effective client communication and relationship-building. These competencies are essential for supporting advisors, ensuring regulatory adherence, and delivering exceptional service that drives client satisfaction.

What is an entry level job in wealth management?

An entry-level position in wealth management typically includes roles such as Financial Planning Assistant or Client Service Associate, focusing on supporting senior advisors with client communications, data analysis, and administrative tasks. These roles often require strong communication skills, basic financial knowledge, and may lead to certifications like the Series 7 or Series 65 for advancement.

How many financial advisors make $500,000 a year?

In wealth management, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Most financial advisors earn less than this amount, with top earners representing a minority in the profession.

What are typical career progression opportunities for someone in an Assistant Wealth Management role?

Starting as an Assistant in Wealth Management provides a strong foundation in client service, portfolio administration, and financial planning support. With experience and demonstrated competence, individuals often progress to Associate or Junior Wealth Manager roles, where they take on greater responsibility for client relationships and investment strategies. Many organizations support further certifications like the CFP or CFA, which can accelerate advancement to advisory or management positions. Regular collaboration with senior advisors and exposure to complex client cases also help build the expertise needed for upward mobility in the wealth management field.

What is a wealth management assistant job description?

A wealth management assistant supports financial advisors by preparing client documents, managing schedules, and conducting research on investment options. They often handle administrative tasks, maintain client records, and use financial software, requiring strong organizational skills and knowledge of financial products. The role typically requires relevant certifications or experience in finance or administration.
More about Assistant Wealth Management jobs
What cities are hiring for Assistant Wealth Management jobs? Cities with the most Assistant Wealth Management job openings:
What are the most commonly searched types of Wealth Management jobs? The most popular types of Wealth Management jobs are:
What states have the most Assistant Wealth Management jobs? States with the most job openings for Assistant Wealth Management jobs include:
What job categories do people searching Assistant Wealth Management jobs look for? The top searched job categories for Assistant Wealth Management jobs are:
Assistant Wealth Management jobs near you
Infographic showing various Assistant Wealth Management job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $48,396 per year, or $23.3 per hour.

Administrative Assistant - Wealth Management

PremierBank

Fort Atkinson, WI • On-site

$16.50 - $22.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

COMPANY OVERVIEW: PremierBank is a true community bank with the goal of focusing always on our customer relationships and serving as a trusted financial resource for the communities that we serve.
We're proud to be recognized as a Top Workplace, a reflection of our commitment to both our customers and employees. Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce.
POSITION SUMMARY: We are seeking a highly professional, organized, and customer-focused Wealth Management Administrative Assistant to be the first point of contact for our department. In this role, you will manage phone systems, greet clients with professionalism and tact, and provide essential administrative support for our Trust and Brokerage areas. The ideal candidate will be a proactive individual with strong attention to detail, excellent organizational skills, and the ability to prioritize multiple tasks efficiently. This position requires sound judgment, discretion, professionalism in handling sensitive information, as well as the ability to meet deadlines while ensuring accurate recordkeeping, seamless daily operations, and exceptional client service.
The duties of this position include, but are not limited to:
1. Administrative Support & Office Management:
  • Provide high-level administrative assistance to the Wealth Management team, including data entry, filing, scanning, and handling correspondence with precision.
  • Oversee office organization, maintain comprehensive records, and ensure timely completion of all administrative tasks to support team efficiency.
  • Assist in the preparation of detailed reports, spreadsheets, graphs, and other necessary documentation for Trust and Brokerage functions, ensuring accuracy and professionalism.

2. Client Service & Communication:
  • Serve as the first point of contact for clients, managing phone systems and greeting visitors with professionalism, tact, and discretion, whether in person, via phone, or email.
  • Communicate effectively with clients regarding account updates and service needs, ensuring a high standard of service and maintaining a welcoming demeanor in all interactions.
  • Draft, proofread, and prepare business correspondence, memos, emails, and presentations with proper formatting, a high level of accuracy, and attention to detail, demonstrating strong business communication skills.

3. Account Management & Reporting:
  • Assist Wealth Management Advisors and Brokers in managing client accounts by maintaining accurate records, processing transactions, and generating reports.
  • Utilize financial and office software to track client information, create comprehensive reports, and support team operations.
  • Prepare, proofread, and distribute customer statements and other departmental mailings, ensuring professional presentation and accuracy.

4. Event Coordination & Community Engagement:
  • Coordinate and schedule client meetings, maintain team calendars, and prepare meeting materials, ensuring a seamless experience for both clients and internal teams.
  • Assist in the planning and execution of internal and community promotions, events, and outreach activities, including client luncheons and networking events, supporting the Wealth Management team's growth and community presence.

5. Confidentiality & Compliance:
  • Handle sensitive client and company information with the utmost confidentiality, ensuring strict adherence to industry regulations and company policies.
  • Assist customers with secure access to their safe deposit boxes in accordance with established guidelines.

Requirements
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual circumstances may result in some deviation from these guidelines.
Education & Experience:
  • Associate's degree in business, finance, or a related field preferred, with a minimum of 2+ years of experience in a professional setting, ideally within wealth management, finance, or banking, or 3+ years of administrative experience, particularly in financial services, banking, or wealth management, will also be considered with a commitment to furthering relevant education or professional development.
  • Relevant certifications or coursework in business, finance, communication, or administration are a plus.

Professional Skills & Qualifications:
  • Exceptional interpersonal, verbal, and written communication skills; ability to interact with high-net-worth clients and executives with confidence, discretion, and professionalism.
  • Strong ability to manage multiple tasks efficiently, prioritize workload, anticipate needs, and solve problems independently.
  • Works collaboratively with team members while also handling responsibilities independently.
  • Must demonstrate discretion and maintain strict confidentiality; experience with compliance in financial services is preferred.
  • Ability to follow detailed instructions-written, verbal, or diagram-based-and apply sound judgment in all tasks.

Technical Proficiency:
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); experience with CRM systems, banking software, and automated reporting tools is a plus.
  • Adept at operating standard office equipment such as computers, calculators, telephones, copiers, and fax machines.
  • Strong numerical aptitude, with the ability to perform basic calculations and interpret business and technical documents, including flow charts, budgets, and procedure manuals.

Customer Service & Organizational Skills:
  • Exceptional customer service and interpersonal skills, with the ability to act with integrity, professionalism, and confidentiality in all interactions.
  • Excellent time management and organizational skills, with the ability to assess urgent situations and prioritize tasks effectively.
  • Self-motivated and able to perform duties independently with minimal supervision.

Additional Requirements:
  • A valid driver's license and reliable transportation with appropriate insurance coverage may be required for work-related travel.
  • A background or interest in investments, stocks, and bonds is preferred.

The incumbent must be able to perform this position safely, without endangering health or safety to himself or herself or others.
WHY JOIN US?
This is an excellent opportunity to be part of PremierBank, a community-focused financial institution that prides itself on building strong relationships and delivering exceptional service to our clients. As a member of our prestigious Wealth Management team, you will play a key role in upholding the values of professionalism, organization, and client-centric service.
At PremierBank, we believe in fostering a supportive and collaborative environment that encourages both personal and professional growth. We offer a competitive salary, comprehensive benefits package, and ample opportunities for development within the banking and wealth management sectors.
Additionally, the right candidate will have personal values that align with the core values we live by:
  • Intentionally Customer Focused
  • Collaborative
  • Integrity, Professionalism, Respect in ALL we do
  • Accountability
  • Community Minded

Our benefits include medical, dental, and vision insurance, life and disability coverage, 401k with company contributions and matching, as well as generous paid time off.
As a trusted community bank, we are deeply committed to making a positive impact within the communities we serve. If you are a highly organized, personable professional with a passion for excellence and a desire to make a difference, we encourage you to apply and be a part of our growing team.
PremierBank is an affirmative action and equal opportunity employer and adheres to EEO Guidelines to offer employment without regard to race, color, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis. All qualified applicants will receive equal consideration for employment.

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